RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
T. Rowe Price
| Qualified plan adviser votes | 90 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 41.1% | ||
| Somewhat favorable | 48.9% | ||
| Not favorable | 7.8% | ||
| No opinion | 2.2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 10.3% | ||
| Worked with a few times | 36.1% | ||
| Worked with once | 20.1% | ||
| Never worked with | 33.5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Participant education materials | 4 votes | ||
| 2 Wholesalers | 4 votes | ||
| 3 Value for price | 4 votes | ||
| 4 Plan sponsor education materials | 3 votes | ||
| 5 Plan sponsor support | 3 votes | ||
| 6 Overall service to mid-size plans | 3 votes | ||
| 7 Overall service to large plans | 3 votes | ||
| 8 Reputation | 3 votes | ||
| 9 Adviser support post-sale | 2 votes | ||
| 10 Supporting materials | 2 votes | ||